@Katie_B wrote:
All, thank you for your patience while we have been investigating. During our investigation we were able to get this to work properly by following the steps in this post: Where do I show income for an inherited IRA
Would you all mind please letting me know if you still encounter an error using those steps? Thanks again!
@Katie_B I believe that link is for a different problem encountered when the 1099-R is 'split" - part rolled over and part taken in cash. That is not the situation here where the inherited amount is improperly added to the taxpayers own 8606 form.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
